Nippon India Active Momentum Fund
The scheme seeks to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon.
Growthvine rating: 3/5 — ranked #76 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹12.16 (as of 2026-10-01) |
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| AUM | ₹565 Cr |
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| Expense ratio | 1.44% |
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| Riskometer | Very High |
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| Fund manager | Shirish Valmik Guthe |
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| Exit load | 1% for redemption within 1 year |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −12.70% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 72.5% of NIFTY Alpha 50's upside and 67.9% of its downside.
Market cap allocation
| Large cap | 41.6% |
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| Mid cap | 33.7% |
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| Small cap | 24.6% |
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Concentration
| Top 5 holdings | 22.7% |
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| Top 10 holdings | 36.9% |
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| Total holdings | 40 |
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Top holdings
- ICICI Bank Ltd. — 7.0%
- HDFC Bank Ltd. — 5.6%
- Bajaj Finance Limited — 3.7%
- Triparty Repo — 3.4%
- Mahindra & Mahindra Ltd. — 3.2%
- Eternal Limited — 3.1%
- Prestige Estates Projects Limited — 3.0%
- PB Fintech Limited — 2.9%
- COFORGE LIMITED — 2.8%
- Sun Pharmaceutical Industries Ltd. — 2.8%
Top sectors
- Banking & Financial — 15.3%
- Automobile — 11.4%
- Retail — 10.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 0.7% | Q2 | #54 of 167 |